Realta Investment Advisors’s State Street Consumer Discretionary Select Sector SPDR ETF XLY Stock Holding History

Realta Investment Advisors’s Portfolio XLY Stock Details XLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.6M	Sell	13,631 -308	-2%	-$36K	0.5%	51
2026 Q1	$1.52M	Sell	13,939 -3,954	-22%	-$462K	0.53%	47
2025 Q4	$2.14M	Sell	17,893 -1,469	-8%	-$174K	0.7%	35
2025 Q3	$2.32M	Buy	19,362 +2,344	+14%	+$268K	0.78%	31
2025 Q2	$1.85M	Buy	17,018 +1,642	+11%	+$168K	0.73%	33
2025 Q1	$1.52M	Buy	15,376 +292	+2%	+$31.7K	0.69%	39
2024 Q4	$1.7M	Buy	15,084 +1,346	+10%	+$144K	0.7%	35
2024 Q3	$1.36M	Sell	13,738 -6,512	-32%	-$609K	0.62%	40
2024 Q2	$1.85M	Sell	20,250 -1,192	-6%	-$106K	0.36%	61
2024 Q1	$1.97M	Buy	21,442 +900	+4%	+$80.1K	0.41%	54
2023 Q4	$1.84M	Buy	20,542 +15,894	+342%	+$1.32M	0.41%	49
2023 Q3	$395K	Hold	4,648	–	–	0.09%	243
2023 Q2	$395K	Sell	4,648 -250	-5%	-$19.1K	0.09%	253
2023 Q1	$366K	Sell	4,898 -1,310	-21%	-$93.9K	0.09%	254
2022 Q4	$401K	Sell	6,208 -50	-0.8%	-$3.49K	0.1%	243
2022 Q3	$446K	Sell	6,258 -36	-0.6%	-$2.82K	0.12%	205
2022 Q2	$441K	Sell	6,294 -94	-1%	-$7.41K	0.11%	207
2022 Q1	$591K	Sell	6,388 -148	-2%	-$13.6K	0.12%	188
2021 Q4	$668K	Buy	6,536 +54	+0.8%	+$5.38K	0.15%	173
2021 Q3	$582K	Sell	6,482 -574	-8%	-$52.1K	0.14%	181
2021 Q2	$630K	Buy	7,056 +770	+12%	+$67.1K	0.15%	171
2021 Q1	$528K	Buy	6,286 +1,322	+27%	+$110K	0.14%	190
2020 Q4	$399K	Buy	4,964 +478	+11%	+$36.9K	0.11%	199
2020 Q3	$330K	Buy	4,486 +32	+0.7%	+$2.27K	0.11%	212
2020 Q2	$284K	Buy	+4,454	New	+$263K	0.09%	254
2020 Q1	–	Sell	-5,246	Closed	-$320K	–	1428
2019 Q4	$320K	Sell	5,246 -182	-3%	-$11.1K	0.09%	254
2019 Q3	$324K	Sell	5,428 -232	-4%	-$14K	0.09%	247
2019 Q2	$337K	Buy	5,660 +552	+11%	+$32.3K	0.09%	236
2019 Q1	$294K	Buy	+5,108	New	+$277K	0.13%	205

Other funds holding XLY

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Realta Investment Advisors's XLY Position: Q2 2026 in Review

Realta Investment Advisors reduced its State Street Consumer Discretionary Select Sector SPDR ETF (XLY) stake by 2.2% in Q2 2026, selling an estimated $36K and leaving 13,631 shares worth $1.6M. The position accounts for 0.5% of the portfolio, ranked #51.

Realta Investment Advisors first reported a position in XLY in Q1 2019 and has held it in 29 quarters since. The position peaked at $2.32M in Q3 2025. 1,303 funds tracked by Wall St. Rank hold XLY as of Q2 2026.

Realta Investment Advisors held 13,631 shares of State Street Consumer Discretionary Select Sector SPDR ETF worth $1.6M as of Q2 2026.
Realta Investment Advisors sold 308 State Street Consumer Discretionary Select Sector SPDR ETF shares in Q2 2026, an estimated $36K.
State Street Consumer Discretionary Select Sector SPDR ETF made up 0.5% of Realta Investment Advisors's portfolio in Q2 2026, its #51 holding.
Realta Investment Advisors first reported a position in State Street Consumer Discretionary Select Sector SPDR ETF in Q1 2019 and has held it in 29 quarters since.
Realta Investment Advisors's State Street Consumer Discretionary Select Sector SPDR ETF position peaked at $2.32M in Q3 2025.
1,303 funds tracked by Wall St. Rank held State Street Consumer Discretionary Select Sector SPDR ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.